Job highlights
Minimum Graduate Experience: 2Years & above
Abreast with various insurance plans & policies available . Has a positive knowledge of various types of Insurance - Life,General,Property,Marine,Fire,Liability,Social,etc

Reports to: Manager Positions Supervised None Internal Relation: Data Management Executive, Dispatch, CRM, BDM, Runners

External Relation: Insurance Companies, Customers

Mandatory Skills:
Proactive 2. Persuasive 3. Empathy 4. Customer-centric 5. Keen to learn 6. Target Driven 7. Positive Communication & networking skills
Identify the customer s product/plan requirement
Identify/understand customer problems and areas of concern
Abreast with various insurance plans & policies available
Has a positive knowledge of various types of Insurance - Life, General, Property, Marine,



Fire, Liability, Social, etc.
Understand the current product portfolio 6. Knows all lines of authority and respects

Role and Responsibilities:
Customer relationship management with existing & recent customers
Understand customer requirements and suggest appropriate solutions
Identify key concern areas and devise solutions alongside with operations manager
Build & develop own database of potential customers Rightly assess their insurance/investment requirements
Ensure quick closures of potential candidates

Education:
Minimum Graduate Experience: 2Years & above

📌 Customer Relationship Executive Mumbai (India)
🏢 Akshar Risk
📍 India